
ICODA published “HackGPT,” a 51-page playbook for generative engine optimization (GEO) focused on getting crypto brands cited by ChatGPT, Perplexity, and Google AI Overviews rather than ranking on “Page 1.” The article cites crypto marketing outcomes including 500+ AI citations and 688% ChatGPT traffic growth for a crypto exchange, and TOP-1 positions across 5 LLMs plus a 208% Perplexity user increase for a prop trading firm. It claims AI-referred sessions rose 527% YoY (first five months of 2025) and that the overlap between top Google pages and AI-cited sources has fallen from 70% to under 20%, positioning GEO/AEO as a growing competitive edge.
This is less a direct hit to search than a reallocation of budget toward systems that can prove authority inside answer engines. The economic winners are the platforms with first-party data, schema, and distribution; that is modestly constructive for GOOGL and for measurement/knowledge-graph vendors that can sell citation tracking, while generic SEO and low-differentiation agencies face margin pressure as the service becomes productized.
Near term, the signal is mostly narrative rather than earnings-relevant. Over 1-3 months, the catalyst is budget season: marketers will shift spend from keyword rankings to AI visibility measurement, which should help tools that quantify where brands are cited and hurt agencies selling commoditized content production. Over 6-18 months, if answer layers reduce click-through, lower-funnel publishers and affiliates lose ARPU, but incumbents with control over retrieval can offset with higher-intent traffic and AI ad inventory.
The contrarian miss is that this is being framed as a Google disintermediation story when it may actually reinforce the importance of trusted source supply. AI engines still need canonical inputs, so brands with original data and the dominant search stack can capture more of the economic rent. Falsify the bullish read on GOOGL if search monetization or commercial query growth decelerates for two consecutive quarters; falsify the GEO-tool thesis if management teams keep treating AI visibility as a curiosity rather than a line item.
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